Earnings Growth Without Tech Hits Multiyear Highs, Plus June Inflation Data and Q2 GDP Tracking
This week's roundup covers the data behind the headlines. The [...]
The US Economy This Week: Growth, Markets, and a New Direction at the Fed
The US economy is running through its sixth-longest expansion on [...]
GDPNow Cut in Half, Strong Equity Flows, and a Fed Holding Its Guidance
This week's data pulled in several directions at once. The [...]
Why Consumers Say One Thing and Spend Another
A look at the gap between gloomy consumer sentiment [...]
The Consumer Sentiment Disconnect: Three Stories Behind One Number
Consumer sentiment surveys have dropped to levels that historically showed [...]
The Biggest IPO in History, Solid Jobs Data, and a Look at Stablecoins and the Debt
This week's data had a clear headline. SpaceX priced the [...]
Record Margins, an AI-Heavy Index, and Data That Doesn’t Line Up
The week gave you a lot to sort through, and [...]
Consumer Sentiment, Market Concentration, and the Fed: What the Latest Data Shows
This week's data gave a mixed read on the economy [...]
The US Economy, Markets, and the Fed: Where Things Stand
A strong economy and a stretched market are sending very [...]
Mid-May 2026 Market Update: Inflation Climbs, Earnings Surge, and a New Fed Chair Takes the Helm
The latest data shows an economy still moving forward, but [...]
